$1.3 Billion Georgia firm joins the RIA platform, tapping Goldman Sachs Custody Solutions, in bid to broaden and deepen its ability to serve clients
Keaton & Sams Wealth Management has entered into a strategic partnership with Concurrent Investment Advisors, LLC (“Concurrent”) as the firm embarks on its move to independence. Led by founding managing partners Bill Keaton and Alfred Sams, the team oversees more than $1.3 billion in client assets, bringing Concurrent’s total assets under management to over $15 billion.
Previously affiliated with Raymond James & Associates, Keaton & Sams made the decision to establish an independent practice to access a broader range of investment solutions and technology while maintaining the ability to deliver objective, client-first advice. By affiliating with Concurrent and selecting Goldman Sachs Custody Solutions, the firm gains the freedom of entrepreneurship combined with the scale and institutional resources of a leading national platform.
“Concurrent was created to empower advisors like Bill and Alfred to build businesses on their own terms, with the resources and flexibility required to deliver at the highest level,” said Nate Lenz, CEO and co-founder of Concurrent. “Their focus on transparency and client service reflects exactly what we strive to foster across our network.”
A seasoned team of four professionals will transition alongside the firm’s founders, further enhancing Keaton & Sams’ ability to provide a comprehensive lineup of planning tools and investment solutions from its offices in Savannah and Sea Island, Georgia.
“Our guiding principle has always been to keep clients at the center of everything we do,” said Bill Keaton, Managing Partner of Keaton & Sams Wealth Management. “Partnering with Concurrent allows us to elevate the solutions and opportunities we can deliver, especially for families whose financial lives have grown more complex.”
“This partnership allows us to match that complexity with expanded resources and opportunities, while maintaining the autonomy to do what’s best for them,” added Alfred Sams, Managing Partner of Keaton & Sams Wealth Management.
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